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hanaanas
Level 1

I can't have bank rules to work for me. Despite 2 different descriptions for each rule, the transfer can not differentiate between the 2 sub accounts from the same source

 
1 Comment 1
Kristine Mae
Moderator

I can't have bank rules to work for me. Despite 2 different descriptions for each rule, the transfer can not differentiate between the 2 sub accounts from the same source

Hello there, Hanaanas.

 

The two sub-accounts from the same source will work when you set up the bank rules correctly. Let's try to change the order of the rules and/or test them individually to check if each works before adding the other.

 

To do this, let's delete them, then recreate one rule at a time. Let's make sure there will be no conflicting criteria that will affect the rule. 

 

Here's how to delete multiple rules:

  1. Click Banking.
  2. Choose Rules.
  3. Choose the rules you'll want to delete by putting check marks in the boxes.
  4. Click Batch actions, then click Delete.
  5. You'll receive a message, "Are you sure you want to delete the selected rules? This operation cannot be undone.", click Yes.

Then, set up the rules one at a time. 

 

Feel free to come back to this thread if you have further questions. 

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